Click [Tasks] on the platform 

Click [Add Task]

Select the task [Type]

To link the task to an existing Contact:  Start typing the name of your contact into the [Contact] field and then click on the name when it appears in the list below.  

To link the task to a new contact:  Start typing the name of your Contact and then click [+ Please click here to add a new contact], Complete the contact’s detail in the pop-up window, Click [Save Contact]

Complete the rest of the task details using the drop-down lists

Select the [Reminder] tickbox if you want the platform to send you an email to remind you about the task on a certain day and time.

Add a short description of the task in [Subject]

Add any extra notes about the task if required in the text box under the Subject.

Click [Save]